Step 1:
The Clarity Conversation
- Identify what is important what you want to change and improve
- Inventory your plan's assets, fees and structure
- Determine areas where we can add value
Step 2:
The Confident Plan Evaluation
- A written assessment of key areas of your plan
- Benchmark your current plan investment options and fees
- Understand, monitor and document your full fiduciary responsibilities
Step 3:
The Plan Improvement Report
- Specific recommendations to improve plan provider, investments, service and communication
- A fiduciary checklist to help document the progress of your plan
- Comparison report of potential vendors
Step 4:
The Guided Transition
- Proactive communication to reduce anxiety of change
- Establish step-by-step timeline to implement the plan transition
- Coordinated effort between all service providers to ensure smooth transitions
Step 5:
The Participant Engagement Experience
- Ongoing enrollments, education, service and communication
- Helping participants understand plan provider website and retirement savings statements
- Customized outreach through group meetings and individual meetings
Step 6:
Your Fiduciary Check-Up
- Annual investment and plan compliance review
- Evaluation of participant behavior, education effectiveness and plan impact
- Timely regulatory updates and consistent communication
